2021.1

When an Email template is created, either with a Wizard or by adding an Email context to an
existing template (see "Adding a context" on page461), the Email context folder is created
along with other files that are specific to an Email context; see "Email context" on page517.
Only one Email section is created at the start, but you can add as many Email sections as you
need; see "Email templates" on page519. However, when the Designer merges a data set to
generate output from the Email context, it can merge only one of the templates with each
record; see "Generating Email output" on page1477.
Email templates are personalized just like any other template; see "Variable Data" on
page796.
Sending email
When the template is ready, you can change the email settings (see "Email header settings" on
page523) and send the emaildirectly from the Designer or via Workflow. To test a template,
you can send a test email first.
Output, generated from an Email template, can have the following attachments:
l The contents of the Print context, in the form of a single PDF attachment. (Compression
options for PDF attachments can be specified in the Email context's properties; see
"Compressing PDF attachments" on page518.)
l The output of the Web context, as a self-contained HTML file.
l Other files, an image or a PDF leaflet for example.
Attaching the Print context and/or the Web context is one of the options in the "Send (Test)
Email" on page1011 dialog.
These options are also available in the Create Email Content task in Workflow.
See "Email attachments" on page530 and "Generating Email output" on page1477.
Designing an Email template
With the Designer you can design Email templates. It is strongly recommended to start creating
an Email template with an Email Template Wizard, because it is challenging to design HTML
email that looks good on all email clients, devices and screen sizes that customers use when
they are reading their email.
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